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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
Get free sample report

Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 how to evaluate crm system by questionner technology elearning


Proxima Technology
Proxima Technology, Inc. provides software and services to improve business service and accountability through service-level measurement, reporting, and problem

how to evaluate crm system by questionner technology elearning  alert notification, BAM, dashboard, event management, log monitoring, MOM, reporting, service management, SLA,BSM

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » how to evaluate crm system by questionner technology elearning

Three Simple Steps to Rev Up Your “Stay at Work/Return to Work” Program


For most midsize and large companies, a “stay at work/return to work” (SAW/RTW) program has become a necessity. The impact of unscheduled absence within business operations can be severe, resulting in disrupted workflow and reduced productivity or output. Implementing a SAW/RWT program to properly manage absence and disability can address these and other issues, significantly reducing costs. Learn more about the benefits.

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

This buyer’s guide will show what CRM vendors are doing to differentiate themselves from the competition through innovation. We will first describe some of the major innovations in the CRM space (e.g., cloud computing, social media and collaboration tools, mobile technology, and extended functionality), and then review their advantages and disadvantages. For each category of innovation, the guide will illustrate with real- life examples how CRM vendors provide innovative solutions to their customers and the associated benefits.

Innovation in the CRM world can be approached from two main perspectives: innovations in software, which affect the way companies manage their relationships with their customers (e.g., the ability to analyze customer feedback, for better customer service and even product development), and innovations in the market, which affect the accessibility and usability of CRM solutions (e.g., having CRM functionality available in the cloud or on a mobile device). And as the two qualities are interconnected (innovation in one arena generally leads or responds to innovation in the other), this guide focuses equally on innovations in CRM software and in new delivery models, such as cloud computing and mobile.

Throughout this guide, we consider CRM to be more than a set of tools and solutions that companies use to facilitate their interactions with customers. A complete CRM implementation includes strategies and best practices that companies define and apply in order to attract and retain customers.


Table of Contents


Preface

Customer Relationship Management: A Buyer’s Guide

TEC CRM Resources

Casebook

KANA Software Customer Success Story
Yahoo! Listens Proactively to Customers to Deliver Good Experiences

1C-Rarus Customer Success Story
1C:Enterprise 8 Implementation for Gazprom Neft–Tyumen

HarrisData Customer Success Story
Leading Manufacturer Employs RTI Software’s Closed Loop CRM to Manage Its Nationwide Customer Service Initiative

Infinity Info Systems Customer Success Story
Infinity Info Systems Streamlines Workflow for Leading Wealth Management Firm Halbert Hargrove

Microsoft Dynamics CRM Customer Success Story
Microsoft Dynamics CRM Gives BioMedix Vascular Solutions Better Insight into Business Execution

Microsoft Dynamics CRM Customer Success Story by Ignify
Microsoft Dynamics CRM Gives Foreign Currency Exchange Company a 360-degree View of Customers and Business Operations

SugarCRM Customer Success Story
USA FACT Drives Higher Revenues with Sugar ProfessionalTM and Empowers Sales On-the-go with Sugar MobileTM


Vendor Directory

SAP Special Report


Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.



Report Preview


CRM Innovations


BI for Large Enterprises

CRM innovations can be classified into four major categories: cloud computing, mobile, social, and extended functionality. Each category uses different technologies to address the needs of customer-focused companies and respond to changes in customer behavior. Many vendors innovate in two or more of these categories; others focus on one category (e.g., some traditional CRM vendors do not yet offer a cloud-computing delivery model or social functionality, but they have created strong mobile versions of their solutions).

Most of the innovative initiatives in the CRM space are contained within these four categories (but innovations are by no means limited to these categories). We consider these categories to be of the utmost importance—and this guide will focus on them— because they greatly affect the way companies manage their relationships with customers (existing or potential).



Download the full copy of the TEC 2011 CRM Buyer’s Guide for large enterprises and SMBs.

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LeadTime Technology


Founded in 1998, LeadTime Technology is a consulting and software company based in Delaware (US) that works exclusively on supply chain optimization (SCO) and control. The company offers proprietary time-based models, Microsoft Windows-based software, advanced business processes, and consulting services. LeadTime Technology leverages Lean, Six Sigma, and supply chain operations reference model (SCOR) principles supported by patented algorithms and technology.

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OutStart TrainingEdge.com Learning Management System Certification Report


The OutStart product TrainingEdge.com is now TEC Certified for online evaluation of learning management systems in the Human Capital Management (HCM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Top Technology Trends for Recruitment and Onboarding


David Hobbs, human resources (HR) consultant from Oracle, explores what the latest technology trends are in recruitment and onboarding, and what the hot new areas of cloud, mobility, dashboards, social networking, and business intelligence mean for HR professionals.

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Triple Point Technology


Triple Point Technology® is the leading global provider of in-cloud and on-premise Commodity Management software that delivers advanced analytics to optimize end-to-end commodity and energy value chains. The company provides real-time, innovative solutions to competitively address the complex and volatile commodities supply chain: trading, procurement, enterprise risk management, logistics, scheduling, storage/inventory, processing, settlement, and accounting.

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BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

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CSB-System


CSB-System provides industry-specific ERP systems. CSB-System specializes in IT solutions for corporate management in the batch and process-oriented industries and the retail and logistics sector. The company also offers special hardware components as well as professional consulting. CSB-System is headquartered in Germany.

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10 Golden Rules for Choosing a Telephony System


Now that phone systems can be delivered over a network, even smaller companies can have access to enterprise-grade calling features. Like any business-critical system, a telephony system is a major deployment that should be undertaken only after a thorough discovery of both your existing infrastructure and users’ needs. This checklist offers 10 rules to help you choose a new telephony system for your organization.

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